DELTA INVESTMENT MANAGEMENT, LLC

708 Montgomery Street
San Francisco, California 94111
Tel: (415) 249-6337

About DELTA INVESTMENT MANAGEMENT, LLC

DELTA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as DELTA INVESTMENT MANAGEMENT, LLC. The firm was established in 09/19/2018. They have over 12 offices throughout the country.

DELTA INVESTMENT MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $628,859,627 assets under management, offering retirement planning & investment advisory services to 2127 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149596
SEC#	801-114006
Assets Managed by Firm	$628,859,627
No. of Clients	2127
No. of Advisors	25

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2127	$628,859,627
Individuals (other than high net worth individuals)	1083	$279,828,637
High net worth individuals	92	$345,884,071
Charitable organizations	Fewer than 5 clients	$3,146,919

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